Case study

Transfer of a sole proprietorship (approx. 4 million turnover) to an external successor (advising the buyer)

Task

The managing director of a company would like to become active as an entrepreneur himself in the future. For this purpose, he would like to acquire an existing company. The aim is to find a suitable company in the industry, with a functioning business model and turnover.

Solution

Once a purchase object had been identified, discussions were held with the potential seller and the company was evaluated. Following this, due diligence was carried out. The purchase agreement was developed, negotiated and finalized. Discussions were held with the bank that financed the purchase price. A transition phase was agreed and implemented together with the transferring entrepreneur.

Service areas
Flowchart
  1. Structuring of the purchase process with the establishment of a purchasing company
  2. Preparation of a company valuation to determine a purchase price
  3. Conclusion of a letter of intent (LOI)
  4. Accompaniment of bank negotiations to finance the purchase price
  5. Execution of tax, economic and legal due diligence
  6. Negotiation and drafting of the company purchase agreement
  7. Tax optimization of the company acquisition and the subsequent structure
  8. Support of the acquired company in all tax, economic and legal matters